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New Member
posted Jun 3, 2019 12:57:53 PM

I made after tax contribution to Roth IRA that is separate from my pre-tax 401k. There is a section on turbotax asking for after tax contributions, do I enter Roth $$$?

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5 Replies
Level 15
Jun 3, 2019 12:57:54 PM

Where are you in the program ?    Are you entering a 1099-R for the distribution of a retirement account of some kind ?

Level 15
Jun 3, 2019 12:57:55 PM

If the Roth contribution was made under the same employer plan as the 401(k) contribution, it's a contribution to a Roth 401(k), not a to a Roth IRA.  Any amounts reported in box 12 of your W-2 should be entered only in box 12 of TurboTax's W-2 form, nowhere else.

New Member
Jun 3, 2019 12:57:56 PM

Sorry but now I can't find the section of the program I was in that asked me that question.  I know that it was not on the W-2 Income section.  I do deposit after tax $$$ to Roth IRA but it is NOT the same organization (or investment firm) as my 401k so I am assuming that section asking me about all of this does not apply.

Level 15
Jun 3, 2019 12:57:57 PM

Perhaps it was in the Retirement Savings Contributions Credit section.  No, Roth IRA contributions are not entered in that section.  That section is asking about traditional after-tax contributions to an employer plan, not Roth contributions.

Level 15
Jun 3, 2019 12:57:58 PM

If you truly have a ROTH IRA outside of the payroll system then those contributions are entered in the Deductions & Credits tab under the Retirement section.